FREE Guide: Operations Health Check
Is your software still keeping up? Find out in 10 minutes.
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A free operations health check for fire protection, HVAC and field service businesses. Score timesheets, maintenance contracts and installs in 10 minutes, then use the deep dive to see exactly where paid hours and margin are slipping, and what to change first.
- See if paid hours are actually turning into billable work
- Find the maintenance contracts that cost more than they earn
- Spot install margin slipping between quote and invoice, while you can still fix it
- Works with whatever software and spreadsheets you use today
Your techs are flat out. So why doesn’t the margin show it?
Nothing breaks in one go. It leaks. A long first leg to site. A return trip for a part. A call-out logged against the routine job. A variation agreed on site that never makes the invoice. Each one is small. Together they decide whether the month looks good or just busy.
This health check is not about switching software. If your software works, changing it costs momentum. It is a quick quarterly check that you still have the visibility you need, so you catch the early signs while a job or contract can still be fixed.
Who it’s for
- Owners and directors who want to know the business is making the margin it should, not just staying busy
- Operations managers who are tired of finding problems at month end
- Schedulers and service coordinators juggling techs, call-outs and routine servicing
- Fire protection, HVAC and mechanical, and other field service teams. Any size, any software.
What’s inside
- The one-page scorecard: 10 quick questions across three areas. Shade each green, amber or red. Takes 10 minutes with your ops lead or scheduler.
- 1. Timesheets and utilisation: unallocated time, travel creep, return visits and timesheets filled in from memory. Are paid hours turning into billable work?
- 2. Maintenance contracts: over-servicing, unbilled call-outs, absorbed parts, defects never quoted and renewals rolled over at the same price. Is each contract still paying its way?
- 3. Installations and upgrades: quote vs actual drift, unbilled variations, materials not allocated and margin seen too late. Do you know where install margin goes?
- For every warning sign: what it looks like day to day, the exact report to pull, and two or three practical fixes.
- A 30-day starter plan: score it, pull the reports, pick one change per area, re-check.
No benchmarks, no made-up industry averages. The right numbers are your own, trended over time.
Built in Melbourne for Australian field service teams.
FAQ
Do I need FieldInsight to use this?
No. Every check works with whatever software and spreadsheets you use today.
How long does it take?
About 10 minutes for the scorecard. Pulling the reports for any amber or red areas depends on your software, and how long that takes is a useful finding in itself.
Who should fill it in?
The owner or ops manager with the scheduler. Two sets of eyes give a more honest score.
Does it compare me to industry averages?
No. There are no benchmarks or statistics in the guide. It helps you find and trend your own numbers.
Is it relevant for fire protection?
Yes. The maintenance contracts section covers routine servicing, call-outs, defects found on site and renewals, which is where fire contracts most often slip.
What happens after I download?
You’ll get the guide by email, then a few short, practical follow-ups from Tash. You can unsubscribe any time.
Small changes, checked often.
Score it this week. Fix one thing per area this month. Send me the health check
